See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,626 | $58,512-8.4% | $84,015-36.2% | $72,985-26.5% |
| Participation rate | 71.4% | 61.2%+10.2pp | 69.0%+2.4pp | 69.5%+1.9pp |
| Annual return | 14.23% | 28.93%-14.7pp | 71.31%-57.1pp | 81.00%-66.8pp |
| Employer contribution / active EE | $1,211 | $1,163+4.1% | $1,983-39.0% | $2,440-50.4% |
| Participant deferral / active EE | $1,874 | $2,394-21.7% | $3,239-42.1% | $3,607-48.1% |
| Admin fee / account holder | $5,881 | $4,569+28.7% | $6,101-3.6% | $5,124+14.8% |